Atria Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
21,715
+9
| +0% | +$739 | 0.02% | 774 |
|
|
2025
Q1 | $1.72M | Sell |
21,706
-493
| -2% | -$39.1K | 0.02% | 766 |
|
|
2024
Q4 | $1.73M | Sell |
22,199
-511
| -2% | -$39.8K | 0.02% | 740 |
|
|
2024
Q3 | $1.78M | Sell |
22,710
-148
| -0.6% | -$11.6K | 0.02% | 707 |
|
|
2024
Q2 | $1.66M | Buy |
22,858
+1,033
| +5% | +$75.2K | 0.02% | 715 |
|
|
2024
Q1 | $1.58M | Sell |
21,825
-128
| -0.6% | -$9.24K | 0.02% | 753 |
|
|
2023
Q4 | $1.46M | Buy |
21,953
+16
| +0.1% | +$1.06K | 0.02% | 728 |
|
|
2023
Q3 | $1.35M | Sell |
21,937
-1,418
| -6% | -$87.2K | 0.02% | 718 |
|
|
2023
Q2 | $1.49M | Sell |
23,355
-2,588
| -10% | -$165K | 0.03% | 669 |
|
|
2023
Q1 | $1.6M | Buy |
25,943
+1,094
| +4% | +$67.7K | 0.03% | 619 |
|
|
2022
Q4 | $1.54M | Buy |
24,849
+42
| +0.2% | +$2.6K | 0.03% | 606 |
|
|
2022
Q3 | $1.37M | Sell |
24,807
-4,071
| -14% | -$225K | 0.03% | 610 |
|
|
2022
Q2 | $1.71M | Buy |
28,878
+991
| +4% | +$58.6K | 0.04% | 554 |
|
|
2022
Q1 | $1.83M | Sell |
27,887
-395
| -1% | -$26K | 0.03% | 607 |
|
|
2021
Q4 | $1.87M | Sell |
28,282
-2,144
| -7% | -$142K | 0.03% | 591 |
|
|
2021
Q3 | $1.82M | Sell |
30,426
-86
| -0.3% | -$5.13K | 0.03% | 566 |
|
|
2021
Q2 | $1.84M | Sell |
30,512
-220
| -0.7% | -$13.2K | 0.04% | 533 |
|
|
2021
Q1 | $1.76M | Buy |
30,732
+4,032
| +15% | +$231K | 0.04% | 494 |
|
|
2020
Q4 | $1.44M | Buy |
+26,700
| New | +$1.44M | 0.03% | 532 |
|
|
2016
Q2 | – | Sell |
-9,270
| Closed | -$340K | – | 476 |
|
|
2016
Q1 | $340K | Buy |
+9,270
| New | +$340K | 0.04% | 339 |
|
|
2014
Q2 | – | Sell |
-14,520
| Closed | -$491K | – | 428 |
|
|
2014
Q1 | $491K | Sell |
14,520
-82,486
| -85% | -$2.79M | 0.05% | 291 |
|
|
2013
Q4 | $3.23M | Buy |
97,006
+288
| +0.3% | +$9.58K | 0.32% | 52 |
|
|
2013
Q3 | $2.96M | Sell |
96,718
-8,956
| -8% | -$274K | 0.31% | 57 |
|
|
2013
Q2 | $3.16M | Buy |
+105,674
| New | +$3.16M | 0.38% | 48 |
|